Fuller & Thaler Behavioral Unconstrained Equity Fund (FTZIX) Alternatives
Fuller & Thaler Behavioral Unconstrained Equity Fund (FTZIX) belongs to the Large Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with FTZIX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to FTZIX
FTZIX charges 1.12% annually. Among mutual funds in the Large Cap Blend Equities category, these options have the lowest expense ratios among FTZIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | Jun 27, 2016 | FTZIX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | FTZIX vs VFFSX | |
| Fidelity Total Market Index Fund | 0.02% | — | FTZIX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | Feb 2, 2016 | FTZIX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | Sep 17, 2014 | FTZIX vs SSSYX |
Best Risk-Adjusted Alternatives to FTZIX
Among mutual funds in the Large Cap Blend Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Vanguard PRIMECAP Fund Admiral Shares | 93 | Nov 12, 2001 | FTZIX vs VPMAX | |
| Pin Oak Equity | 91 | Aug 3, 1992 | FTZIX vs POGSX | |
| First Eagle Overseas Fund Class I | 89 | — | FTZIX vs SGOIX | |
| Permanent Portfolio Aggressive Growth Portfolio | 88 | Jan 2, 1990 | FTZIX vs PAGRX | |
| Centre American Select Equity Fund | 87 | Dec 21, 2011 | FTZIX vs DHAMX |
Top Performing FTZIX Alternatives (YTD)
FTZIX alternatives from the Large Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GQG Partners US Select Quality Equity Fund | 9.81% | Sep 28, 2018 | FTZIX vs GQEIX | |
| Nationwide GQG US Quality Equity Fund | 9.70% | Jan 24, 2021 | FTZIX vs NWAUX | |
| AMG Yacktman Global Fund | 8.16% | Jan 30, 2017 | FTZIX vs YFSIX | |
| Muhlenkamp Fund | 6.53% | Nov 1, 1988 | FTZIX vs MUHLX | |
| Rock Oak Core Growth Fund | 6.05% | Dec 31, 2004 | FTZIX vs RCKSX |
Lowest Volatility Alternatives to FTZIX
FTZIX alternatives from the Large Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.63% | Jun 28, 2013 | FTZIX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 8.02% | Mar 28, 2021 | FTZIX vs SVPFX | |
| Fidelity Advisor Growth & Income Fund Class Z | 10.78% | Mar 20, 2025 | FTZIX vs FGJEX | |
| Fidelity Hedged Equity Fund | 10.94% | Sep 8, 2022 | FTZIX vs FEQHX | |
| AQR Large Cap Defensive Style Fund Class R6 | 12.03% | Jul 9, 2012 | FTZIX vs QUERX |
Lowest Drawdown Alternatives to FTZIX
FTZIX alternatives from the Large Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | -2.66% | Jun 28, 2013 | FTZIX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | -5.22% | Mar 28, 2021 | FTZIX vs SVPFX | |
| Fidelity Hedged Equity Fund | -7.40% | Sep 8, 2022 | FTZIX vs FEQHX | |
| Fidelity Infrastructure Fund | -8.43% | Nov 5, 2019 | FTZIX vs FNSTX | |
| GQG Partners US Select Quality Equity Fund | -8.67% | Sep 28, 2018 | FTZIX vs GQEIX |
Other Mutual Funds from Fuller & Thaler Asset Mgmt
Most popular Fuller & Thaler Asset Mgmt mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fuller & Thaler Behavioral Small-Cap Equity Fund | Small Cap Blend Equities | 52 | -1.81% | Sep 8, 2011 | FTZIX vs FTHNX | |
| Fuller & Thaler Behavioral Small-Cap Growth Fund | Small Cap Growth Equities | 51 | -3.39% | Dec 21, 2017 | FTZIX vs FTXNX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | Mid Cap Blend Equities | 39 | 3.61% | Dec 26, 2018 | FTZIX vs FTSIX | |
| Fuller & Thaler Behavioral Mid-Cap Value Fund | Mid Cap Value Equities | 5 | -1.81% | Dec 21, 2017 | FTZIX vs FTVNX | |
| Fuller & Thaler Behavioral Micro-Cap Equity Fund | Small Cap Blend Equities | 24 | -3.53% | Dec 28, 2018 | FTZIX vs FTMSX | |
| FullerThaler Behavioral Small-Cap Equity Fund Clas... | Small Cap Blend Equities | 52 | -1.76% | Sep 8, 2011 | FTZIX vs FTHSX | |
| FullerThaler Behavioral Small-Cap Growth Fund | Small Cap Growth Equities | 49 | -3.31% | Dec 21, 2017 | FTZIX vs FTXSX |
Often Compared With FTZIX
What investors most often compare with FTZIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Advance Auto Parts, Inc. | 64 | 35.02% | — | FTZIX vs AAP | ||
| Apple Inc | 59 | -6.56% | — | FTZIX vs AAPL | ||
| Aegis Value Fund | Small Cap Value Equities | 98 | 13.53% | May 15, 1998 | FTZIX vs AVALX | |
| Castle Tandem Fund | Large Cap Blend Equities | 0 | -9.28% | Mar 15, 2019 | FTZIX vs TANDX | |
| Vanguard Institutional Total Stock Market Index Fu... | Large Cap Blend Equities | 45 | -6.74% | May 31, 2001 | FTZIX vs VITPX |
Compare FTZIX with Any Fund or Stock
Compare FTZIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.